ZETA BETA TAU FRATERNITY OMEGA CHAPTER (EIN 474608024) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2015

Legal Domicile

Principal Officer

ANDREW SPELLER

Phone

3145962238

Tax Period

2022-06-01 to 2023-05-31

ZETA BETA TAU FRATERNITY OMEGA CHAPTER, founded in 2015, is a small nonprofit that reported $230K in total revenue in fiscal year 2022. Revenue fell 22% from the prior year — a significant decline worth monitoring. Expenses of $222K left a modest 4% surplus.

Mission

TO FOSTER AND DEVELOP IN ITS MEMBERSHIP THE TENETS OF ITS CREDO FOR LEADERSHIP WITHIN THEIR COMMUNITIES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2022)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $230,403

Investment Income $0

Other Revenue $0

TOTAL REVENUE $230,403

Expense Breakdown

Grants Paid $1,640

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $214,638

Other Expenses $220,236

TOTAL EXPENSES $221,876

Year-over-Year Comparison

	2022	2021	Change
Revenue	$230,403	$293,603	-0.2%
Expenses	$221,876	$281,168	-0.2%
Net Income	$8,527	$12,435	-0.3%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JADEN BAUMEL	COMMUNICATION DIRECTOR	3.00	Officer Director	$0	$0	$0
TREVER BROTHMAN	FINANCE DIRECTOR	3.00	Officer Director	$0	$0	$0
TOMMY CARRICO	PROGRAMMING DIRECTOR - UNTIL 12/22	3.00	Officer Director	$0	$0	$0
JEFFRY DAVIS	CHAPTER PRESIDENT	3.00	Officer Director	$0	$0	$0
ELI GOODWIN	OPERATIONS DIRECTOR	3.00	Officer Director	$0	$0	$0
DYLAN HILLOCKS	FINANCE DIRECTOR - UNTIL 12/22	3.00	Officer Director	$0	$0	$0
SAM KOEPPEL	CHAPTER PRESIDENT - UNTIL 12/22	3.00	Officer Director	$0	$0	$0
JONATHAN LIDSKIN	RECRUITMENT DIRECTOR - UNTIL 12/22	3.00	Officer Director	$0	$0	$0
JAKE MINANA	DEVELOPMENT DIRECTOR - UNTIL 12/22	3.00	Officer Director	$0	$0	$0
HAYDEN SEE	COMM. DIRECTOR - UNTIL 12/22	3.00	Officer Director	$0	$0	$0
JACOB SICILIANO	PROGRAMMING DIRECTOR	3.00	Officer Director	$0	$0	$0
JAKE SIRKUS	BROTHERHOOD DEVELOPMENT DIRECTOR	3.00	Officer Director	$0	$0	$0
BENJAMIN STARK	RECRUITMENT DIRECTOR	3.00	Officer Director	$0	$0	$0
RYAN BARICH	WELLNESS DIRECTOR - UNTIL 12/22	3.00	Officer	$0	$0	$0
DYLAN GIETL	RISK PREVENTION & WELLNESS DIRECTOR	3.00	Officer	$0	$0	$0
ANDREW SPELLER	CHAPTER ADVISOR	3.00	Officer	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2023	$230,403	$221,876	$30,697	$8,527
2022	$293,603	$281,168	$22,170	$12,435
2021	$256,026	$285,146	$9,735	$-29,120
2020	$299,301	$279,564	$38,855	$19,737
2019	$322,120	$351,215	$19,118	$-29,095

ZETA BETA TAU FRATERNITY OMEGA CHAPTER